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Bare Trust

Applicant Details

Please enter your firm details

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Delivery Address

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Additional Services

Printing, Binding & Delivery

There is an additional fee of $22.00 for printing, binding and delivery of your trust documents in a premium leather feel folder.

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Additional Documents

Please check the above list to ascertain if you need anything other than the Bare Trust/Nomination Documents, and if so, we will contact you as you may need to complete a separate Order Form. You can order a new self managed superannuation fund online here.

Super Fund

Please let us know the SMSF fund name.

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Details of property being purchased

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Corporate Security (bare) trustee details (if applicable)

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Lenders Details

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SMSF Corporate Trustee Details (if any)

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Associated Individuals

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Town/City and State

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Associated Individual Two

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Town/City and State

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Associated Individual Three

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Town/City and State

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Associated Individual Four

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Town/City and State

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To submit the form, you must accept the trust deed

Disclaimer: We do not provide legal, accounting, financial or stamp duty advice and therefore take no responsibility for your taxation, legal or other liabilities which may arise from the work we perform on your instructions. We urge you to first obtain legal and accounting advice in relation to your affairs and in particular this transaction.


Payment

Payments are made securely by using your credit card or EFT (After you click on the purchase button you will be redirected to the EFT screen for payment details).

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Applicant Details

Firm:

Contact Name:

Phone Number:

Email Address:

Street Address:

Suburb:

State:

Postcode:


Delivery Address

Street Address or PO Box:

Suburb:

State:

Postcode:


Printing, Binding, and Delivery

Is printing, binding and delivery required:


Super Fund

Super Fund Name:

Provide:


Details of property being purchased

Street Address:

Suburb:

State:

Postcode:


Corporate Security Trustee Details

Company name:

ACN:

Registered Office Address:

Street Address:

Suburb:

State:

Postcode:

Principal Place of Business:


Lenders Details

Lenders:

Other Lenders:

Name of Lender:


SMSF Corporate Trustee Details (if any)

Company Name:

ACN:

Registered Office Address:

Street Address:

Suburb:

State:

Postcode:

Principal Place of Business:


Associated Individuals

Full Name:

Street Address:

Suburb:

State:

Postcode:

Individual Options:

Date of Birth:

Place of Birth:

Country of Birth:


Associated Individual Two

Full Name:

Street Address:

Suburb:

State:

Postcode:

Individual Options:

Date of Birth:

Place of Birth:

Country of Birth:


Associated Individual Three

Full Name:

Street Address:

Suburb:

State:

Postcode:

Individual Options:

Date of Birth:

Place of Birth:

Country of Birth:


Associated Individual Four

Full Name:

Street Address:

Suburb:

State:

Postcode:

Individual Options:

Date of Birth:

Place of Birth:

Country of Birth:


Additional notes and/or instructions

Payment Details

Total Cost:

Payment Method:



Upon submission, you will receive an email with your details for future reference/printing.

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